Advisor at Florida Financial Advisors, LLC
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Firm
Florida Financial Advisors, LLC
Location
Atlanta, GA 30305
Credentials
Series 63, Series 65
Industry experience
1 year
Justin Daniels is a financial consultant with Florida Financial Advisors, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Trinity Wealth Securities, LLC and has been involved in the restaurant industry as a server at The Juicy Crab. Florida Financial Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities. The firm manages approximately $317.8 million in assets and employs a diversified investment approach that includes fundamental, technical, cyclical, and modern portfolio theory analyses, often utilizing third-party turnkey asset management platforms and sub-advisers.
Based on Florida Financial Advisors, LLC
Based on Florida Financial Advisors, LLC
Fixed financial planning fees typically ranging from $200 to $7,500, negotiable.
$0 - $250,000: 2.65% $250,001 - $500,000: 2.45% $500,001 - $1,000,000: 1.90% $1,000,001 - $3,000,000: 1.65% $3,000,001 - $5,000,000: 1.40% $5,000,001+: 1.40%
Certain Investment Adviser Representatives (IARs) are dually registered and may receive commissions from sales of securities or insurance products.
Fee-only: Fixed financial planning fees generally range from $200 to $7,500 or up to 2% of net worth or assets addressed in the plan; fees are negotiable.
550 Pharr Road, Suite 400
Atlanta, GA 30305
Florida · Georgia
Trinity Wealth Securities, LLC
2025 - Present (1 year)
Florida Financial Advisors DBA Georgia Financial Advisors
2024 - Present (2 years)
The Juicy Crab
2021 - Present (5 years)
Georgia State University
2019 - 2023 (4 years)
Amici
2019 - 2019 (1 year)
Heritage High School
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
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